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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1351
Avion Wealth
Texas
$14K – – –
WAG
1352
Wiser Advisor Group
Arizona
$13.6K +$28 +1 +0.2%
GCM
1353
Gunpowder Capital Management
Maryland
$13.1K – – –
DSC
1354
Duncker Streett & Co
Missouri
$12.4K – – –
PMIM
1355
Prudent Man Investment Management
Colorado
$12.3K – – –
BAM
1356
Bellevue Asset Management
Washington
$12.2K – – –
PF
1357
PlanVest Financial
Maryland
$12K – – –
CSC
1358
Caldwell Sutter Capital
California
$11.8K +$4.2K +150 +58%
MIM
1359
MTM Investment Management
South Carolina
$11.6K – – –
PS
1360
Pinney & Scofield
Massachusetts
$11.3K +$28 +1 +0.3%
UFPG
1361
United Financial Planning Group
New York
$11K -$15.5K -553 -59%
PAI
1362
Pittenger & Anderson Inc
Nebraska
$10.8K +$10.4K +372 New
RDFA
1363
Ritter Daniher Financial Advisory
Ohio
$9.15K +$504 +18 +6%
TVWM
1364
Tower View Wealth Management
Wisconsin
$9.1K +$28 +1 +0.3%
TFA
1365
Toth Financial Advisory
Virginia
$8.78K – – –
GSWM
1366
Golden State Wealth Management
California
$8.45K +$7.98K +285 +4,750%
BWM
1367
Bernard Wealth Management
Michigan
$6.91K – – –
KWM
1368
Kiker Wealth Management
Georgia
$6.83K +$6.61K +236 New
DAM
1369
Delta Asset Management
Tennessee
$5.95K – – –
MS
1370
Monetary Solutions
Ohio
$5.73K – – –
WAS
1371
Winch Advisory Services
Wisconsin
$5.1K +$140 +5 +3%
HIC
1372
Hamrick Investment Counsel
Washington
$4.86K +$28 +1 +0.6%
AI
1373
Atomic Invest
New York
$4.79K -$1.85K -66 -28%
HNW
1374
High Note Wealth
Minnesota
$4.52K – – –
BFP
1375
Birchwood Financial Partners
Minnesota
$4.33K +$280 +10 +7%
53 54
55
56 57